How do I create my professional services contract's?

How do I create my professional services contract's?

How does it work?


Before you can start implementing professional services, our team needs to activate this option if it is not already included in your contract.

Steps for implementing professional services : 


  1. Create the list of professionals.
  2. You must first create the different "Resources" of your services if necessary. 
    A "Resource" could for example be a space like an Office or a Room that is required to meet the need of your service.
  3. In order to create your packages (professional service), you must first set up the structure starting with the "Categories" of services.

    A category makes it possible to properly segment the different services when booking the member. For example, a member could first choose the category "Massage therapy", "Nutrition" or "Private training".

    To do this, go to the menu, section "Services" then click on "Categories".


  4. You then need to create the different "Types" of services.

    A "Type" is actually the name of the service offered. For example, a "Private Training", a "Swedish Massage", etc.

  5. Finally, you can create your package, the "Service" via the list of services.

  6. Add the availability of the professionals (coaches) then make sure they can link their professional Google calendar so that their availability as well as their appointments are synchronized.

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